Blue Creek Capital Management Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Blue Creek Capital Management Ltd reported 6 stock positions worth $73.0 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 25.1% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 17.3%) and PDD (PDD, 15.5%). Compared with Q3 2024, it reduced 6. The biggest sale was New Oriental Educatio-SP ADR (EDU, shares −38%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001854024
- Portfolio Value
- $73.0M (Q4 2024)
- SEC Filing
- 0001854024-25-000001 ↗ filed Feb 6, 2025
Holdings Value
Holdings 6 stocks · $73.0M
| YMM Full Truck Alliance -SPN ADR | 25.14% | 1,696,313 | $18.4M | Reduce -23.3% |
| BZ Kanzhun Ltd. - ADR | 17.34% | 917,219 | $12.7M | Reduce -14.1% |
| PDD PDD Holdings Inc. | 15.51% | 116,721 | $11.3M | Reduce -20.4% |
| EDU New Oriental Educatio-SP ADR | 14.99% | 170,512 | $10.9M | Reduce -38.5% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 14.59% | 578,313 | $10.7M | Reduce -19.9% |
| TME Tencent Music Entertainm-ADR | 12.43% | 799,768 | $9.1M | Reduce -20.0% |
Portfolio Sells Q3 2024 → Q4 2024
| EDU New Oriental Educatio-SP ADR | Reduce -38.5% | 14.99% | −4.90 |
| PDD PDD Holdings Inc. | Reduce -20.4% | 15.51% | −3.21 |
| BZ Kanzhun Ltd. - ADR | Reduce -14.1% | 17.34% | −0.20 |
| BEKE Ke Holdings Inc.-ADR | Reduce -19.9% | 14.59% | +0.99 |
| TME Tencent Music Entertainm-ADR | Reduce -20.0% | 12.43% | +1.03 |
| YMM Full Truck Alliance -SPN ADR | Reduce -23.3% | 25.14% | +6.29 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||